401(k) · DOL Form 5500 · 2024

Forvis Mazars, LLP 401(k) Plan

Data updated 2026-08-25

$955M
Total assets Above avg plan size
2,847
Participants Above avg headcount
98th
Percentile by assets National rank
$335,317
Avg per participant High balance/head
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Official DOL plan name: Forvis Mazars, LLP Employees' Savings Plan I · Sponsored by Forvis Mazars, LLP · Missouri · Professional & Technical Services

$955M in assets, 2,847 participants

Forvis Mazars, LLP's Forvis Mazars, LLP Employees' Savings Plan I reported $955M in total assets and 2,847 participants in its 2024 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #19,956 in Professional & Technical Services (20,173 peers)

Coverage in Missouri

Forvis Mazars, LLP Employees' Savings Plan I covers 2,847 participants in Missouri, 3.9x the typical Missouri plan (state average ~737 per filing). Assets: $955M.

#19,956
in Professional & Technical Services (20,173 peers)
+21.8%
assets growth YoY
9.6×
vs typical plan assets (national mean)

Forvis Mazars, LLP Employees' Savings Plan I's outsized position by total assets

Forvis Mazars, LLP Employees' Savings Plan I vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$954,648,410 Top 2% higher than 98% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Forvis Mazars, LLP Employees' Savings Plan I's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forvis Mazars, LLP Employees' Savings Plan I lands in the large band (2,847 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forvis Mazars, LLP Employees' Savings Plan I end-of-year assets rose from $784M in the plan year 2023 filing to $955M in the plan year 2024 filing.
  • Forvis Mazars, LLP Employees' Savings Plan I reported net income rose from $151M in the plan year 2023 filing to $171M in the plan year 2024 filing.
  • Forvis Mazars, LLP Employees' Savings Plan I reported participants fell from 3,272 in the plan year 2023 filing to 2,847 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 440160260 · Forvis Mazars, LLP PY 2024 · 401(k)

Forvis Mazars, LLP Employees' Savings Plan I · $955M · 2,847 · 98th

  • 5500 $955M
  • 5500 2,847
  • 5500 98th
  • 5500 401(k)
  • 5500 near Amedisys Holding, LLC 401(k) Plan
  • 5500 ind #19956

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Missouri →

Forvis Mazars, LLP Employees' Savings Plan I in the asset neighbourhood

Adidas 401(k) Savings and Retirement PlanAdidas 401(k) Savings and Re…$956MGenworth Financial Inc. Retirement and Savings PlanGenworth Financial Inc. Reti…$956MAmedisys Holding, LLC 401(k) PlanAmedisys Holding, LLC 401(k)…$955MForvis Mazars, LLP Employees' Savings Plan IForvis Mazars, LLP Employees…$955MHowmet Aerospace Hourly Retirement Savings PlanHowmet Aerospace Hourly Reti…$952M
End-of-year total assets ($M) among Forvis Mazars, LLP Employees' Savings Plan I and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$784M
Net Assets (End of Year)$955M
Net Income$171M
Employer EIN440160260
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forvis Mazars, LLP)

Sponsor-wide plan assets over time

All Forvis Mazars, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 46.09355771848171% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.26B $1.84B ▲ +46.0%
Year Plans Participants Total Assets
2022 4 5,349 $1.3B
2023 3 6,765 $1.5B
2024 2 5,798 $1.8B

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Forvis Mazars, LLP Employees' Savings Plan I vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants Forvis Mazars, LLP Employees' Savings Plan I, Total assets ($B): 0.95464841 · Participants: 2847Forvis Mazars, LLP Employees' Savings Plan IEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Forvis Mazars, LLP Employees' Savings Plan I vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Forvis Mazars, LLP Employees' Savings Plan I side-by-side with 3 peers →

Forvis Mazars, LLP Employees' Savings Plan I's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Amedisys Holding, LLC 401(k) Plan in LA ($955M); by covered participants it is U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan in TX (2,848 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($955M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,847 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Forvis Mazars, LLP Employees' Savings Plan I assets move in 2024? ▼
Forvis Mazars, LLP Employees' Savings Plan I grew sharply - up 21.8% during 2024, from $784M to $955M. Reported net income was $171M.
How have Forvis Mazars, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forvis Mazars, LLP's sponsor-wide assets grew 46.1%, from $1.3B to $1.8B.
Where does Forvis Mazars, LLP Employees' Savings Plan I rank by assets among Form 5500 filers? ▼
Forvis Mazars, LLP Employees' Savings Plan I ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Forvis Mazars, LLP Employees' Savings Plan I? ▼
Among 401(k) plans in other states, the closest by assets is Amedisys Holding, LLC 401(k) Plan in LA ($955M, 18,862 participants).
Which 401(k) plans cover a similar participant headcount to Forvis Mazars, LLP Employees' Savings Plan I? ▼
Among 401(k) plans in other states, the closest by covered participants is U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan in TX (2,848 participants, $104M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 440160260.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.